The National FinTech Awards
4th October 2024
The Round Room at The Mansion House, Dublin

Best Wealth Management Solution Award

This category celebrates the FinTech company that has revolutionised the way people in Ireland manage their wealth. We are looking for a company that has developed the most innovative and user-friendly wealth management solution that empowers people to make informed decisions about their financial future. The winner of this award will have provided an unparalleled user experience, coupled with cutting-edge technology, making wealth management more accessible, intuitive, and effective than ever before.

Criteria:
  • The company should demonstrate a comprehensive understanding of wealth management principles and practices.
  • The company should provide an exceptional user experience with their wealth management platform or tool, utilising innovative technology.
  • The company should have a proven track record of helping individuals in Ireland manage and grow their wealth effectively.
Submission questions:
  1. Provide an overview of the Wealth Management Solution. Entry criteria must be acknowledged in this section. (350 words max) – 25 points
  2. Provide examples of how the solution is innovative, user-friendly and empowers people to make informed decisions about their financial future.(250 words max) – 25 points
  3. Please provide metrics to support this detail. For example: customer engagement up 100%, revenue increased by XXX, customer satisfaction up 100% (250 words max) – 25 points
  4. Give any other reasons why this should be chosen for the award over your competitors (250 words max) - 25 points

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